Set Conditions
  • 27 May 2024
  • 6 Minutes to read
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Set Conditions

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Article summary

The third step in the Scheduler process is setting Conditions. To configure the Scheduler Conditions, define the Field, Operator, and Value. For more information, refer to the field description table below.

Figure: Condition configuration page

FieldDescription

Field
Select the record from the drop-down menu based on the table selected in the General Details tab.
Note
All the fields related to the main form and pop-over form are available for selection.

Operator

Choose the operator to meet the stipulated condition in value. The operator would vary depending on the type of values selected in the Field. For example, Text, Numeric etc. 
ValueSpecify the value to be attained.
Note
  • For adding conditions,   icon can be used to include new conditions.
  • For removing conditions,   icon can be used to delete unwanted conditions.

Field

Fields will populate according to the transaction table chosen from the drop-down list in the General Details tab, from where you can select the necessary option.

Default Fields

No of Records

This is the field that is configured by default as first condition in the scheduler. The operators that can be used in this regard are =, >=, <=, >, <. The number of records condition cannot be removed from the scheduler. 

Figure: No of Records condition

Note
The value of count of records will by default be 1 and cannot be 0. It can be increased depending on the requirement for which the scheduler is created. 

Tenant

The by default second condition is Tenant selection on the condition screen. The Tenant will be populated based on the Domain and Sub Domain selected. 

Figure: Condition stepper

Dot Walking

The Dot walking concept helps us to traverse from one table to another table based on the data source of the field selected from the table in the general details screen. Usually, conditions can be set on properties connected to the parent table and related tables alike. 

The concept is available for users who want to define conditions on the attributes of the parent table. The Dot Walking concept is applicable in all the below scenarios.  

  • Within the same table
  • Main table to another associated table
  • Main table to multiple associated tables

Dot walking is the process of using the dot notation to navigate from the parent table to the associated tables. It is easy to move from one table to another with dot walking. It decides which operators should be loaded and what values to take into account based on the types of fields. The operator would load based on the data type of the last node in dot walking. 

Figure: Condition stepper

Figure: Condition stepper - Dynamic

Note
The dot walking concept allows to select conditions based on the resolution SLA percentage so that notifications can be sent to Workgroup members and Analyst. 

Operator

The operators will be displayed based on the selected field value. Select the required operator from the drop-down list. The possible values for operators are as shown below. 

When the Data Type is String

Consider the example where the user has selected the Description field, then under the Conditions, the Operators loaded will be related to the Textbox values.

FieldOperatorValue
DescriptionStarts withOutlook
DescriptionEnds withOutlook
DescriptionContainsOutlook
DescriptionDoes not containOutlook
DescriptionIsOutlook
DescriptionIs NotOutlook
DescriptionIs EmptyNA
DescriptionIs Not EmptyNA
DescriptionLess than20
DescriptionMore than20
DescriptionChangesNA
DescriptionDoesn't changeNA
DescriptionChanges from one to another

When Data Type is Numeric

 Consider the example where the user has selected the Numeric field, then under the Conditions, the Operators loaded will be related to the Numeric values.

FieldOperatorValue
Cost=15
Cost!=15
Cost>15
Cost<15
CostIs Empty15
Cost>=15
Cost<=15
CostBetween15 to 50
CostChanges15
CostDoesn't Change15
CostChanges from 15 to 50
CostIs one of 15
CostIs not one of 15
Note
There is a provision to set multiple input in the values field by adding a comma separator when the operator is selected as is one of / is not one of . For example, when we want to search Incident ID, we can use the following operators is one of / is not one of to give values separated by commas. For more information, refer to the image below.

When Data Type is Date 

Consider the example where the user has selected the Date field, then under the Conditions, the Operators loaded will be related to the Date values.

FieldOperatorValue
Date TypeOn16-May-2023

Not on 16-May-2023

Before16-May-2023

On or Before16-May-2023

After16-May-2023

On or After16-May-2023

Between1-1-2022 - 31-12-2022
Closed DateIs EmptyNA

Is Not EmptyNA

Is AnythingNA

Is SameLogged Date 

Is DifferentNA

Is More Thanone day after current date

Is Less Thantwo days before current date
Last UpdatedChangesNA

Doesn't ChangeNA

Changes From NA

As illustrated below, the "Date control" operator function allows multiple conditions to be set on the conditions page. The operators that can be used in this scenario are: 

  • Is more than 
  • Is less than

When Data Type is Boolean

Consider the example where the user has selected the Field as Is Active under Conditions, then the Operator will be Is and Value as shown below.

Figure: When Data Type is Boolean

ValueImplication
Yes
No

Dynamic Operator

Tables in a user interface or an application's backend that can alter their content easily in response to events, user input, or data modifications are referred to as dynamic tables. We can create dynamic groups and admin tables to which the dynamic conditions can apply.  Because of these tables' extreme flexibility and adaptability, developers may design interfaces that support a wide range of data types and user needs or interfaces that can adapt to different user needs and data formats. 

The "Dynamic" operator function can be used to map the dynamic tables in the scheduler. When we select the Dynamic operator, we get two drop-down. The first drop-down is to select Dynamic groups/Admin Table and the second drop-down is to select the fields of the table selected. For more information refer the image below. 

For more information on the Dynamic concept in Schduler, refer Dynamic Scheduler

  • When Dynamic tables are selected in the condition stepper, all the Admin tables will appear grouped under Admin Table, whereas only those Dynamic groups will appear which belong to the Transaction table (Based on the table on which the Scheduler is being configured, the Admin Table/Dynamic Group should point to the same data source).  The selection of Field/Table points to the same data source (screenshot). 

 

Note
Number of Dynamic conditions should be less than or equal to (n-1) columns of the Dynamic table, where n is the number of columns in the dynamic table. 


Grouping of Conditions

When there are multiple conditions which need to be computed together, these conditions can be grouped together in a Scheduler. This can be achieved by using the AND/OR conditions and by using the grouping functionality provided in the tool.

Figure: Grouping of Conditions

Note
  • A Static condition with And of Dynamic condition is allowed.
  • A Static condition with Or of Dynamic condition is not allowed.

Value

Based on the selected Field type and Operator the options are populated in the Value field.

The value field can be one of the following four types: 

  1. Date: Represents a calendar date. This can be used for inputting or displaying dates in various formats (e.g., MM/DD/YYYY or YYYY-MM-DD). In programming, date-related operations and formatting are commonly used for managing time-sensitive data.

  2. Dropdown: A dropdown, also known as a drop-down menu or list, is a user interface element that allows users to select one option from a list of available options. This is often used when you have a predefined set of choices, and the user can choose one from the list.

  3. Numeric: Refers to numerical data, including integers and floating-point numbers. Numeric input is used when you need users to enter numerical values, such as quantities, amounts, or any other numeric data. Validation is typically applied to ensure that only valid numeric input is accepted.

  4. String: Represents a sequence of characters. String input is used for text-based data, such as names, addresses, or any other textual information. It's a versatile data type that can accommodate a wide range of alphanumeric characters.

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